Portfolio Specialist

UTI Mutual Fund · India

Key Responsibilities

• Conduct detailed portfolio analytics and performance attribution to support fund managers.
• Prepare monthly fund commentaries, factsheet inputs, and investment outlook notes in collaboration with the fund management team.
• Develop high-quality presentation materials for internal sales teams, distributors, and external investors.
• Clearly articulate portfolio positioning, performance drivers, and market outlook in a structured and professional manner.
• Participate in investor calls, webinars, and roadshows to present fixed income strategies and insights.
• Deliver customized portfolio analytics and insights tailored to investor and distributor requirements.
• Serve as a subject matter expert for sales teams on fixed income markets, products, and investment strategies.

Qualifications

• MBA (Finance), CA, CFA (preferred), FRM, or equivalent professional qualification.
• Strong academic background in finance, economics, or related fields.

Experience

• 5–8 years of experience in the fixed income domain within AMC, PMS, bank treasury, or a research house.
• Exposure to debt mutual funds, bond markets, or macro research.
• Experience preparing market commentary, client presentations, or fund analytics is preferred.

Required Skills

• Strong understanding of fixed income markets and macro-economic trends.
• Proficiency in data analysis, financial modeling, and analytical tools.
• Excellent communication skills with the ability to simplify complex concepts for investors.
• Detail-oriented, analytical, and highly organized with strong problem-solving capability.
• Ability to collaborate effectively across teams and functions.